Nvidia projects $673B in sales as AI demand widens • Hacker News Board

Re: Nvidia projects $673B in sales as AI demand widens

#31

Post by tinyhouse » Thu, Aug 27, 2026, 5:29 PM UTC

As someone who uses AI all day it all makes sense. However, if AI is going to have serious impact white collar jobs as some people predict, the demand will decline. People without jobs won't pay for expensive subscriptions or API prices and the economy will be in recession.

For me the important question is where the economy will be in the next 5 years. Because if the economy is doing well, I have no doubt the AI demand will continue to sky rocket. I don't think it matters to Nvidia how uses their compute, closed or open models. The win either way.

Re: Nvidia projects $673B in sales as AI demand widens

#32

Post by shubhamjain » Thu, Aug 27, 2026, 5:29 PM UTC

drbscl wrote: post #20

Sold after the price rise from this announcement. They can make the sales projection, but it doesn't mean they'll hit it: 1. Small models are rapidly growing in capability, require less compute to train and serve 2. There are more suppliers now, both in China & the US (OpenAI even have their own inferencing hardware now) 3. Memory still constrains how much they can ship in the short term

Every quarter I see a similar analysis, similar projection. Yet, they keep posting these insane numbers. Everyone knows it’s a bubble, the problem is determining the top. Nvidia is continuously showing the top is far far higher than everyone imagines.

Re: Nvidia projects $673B in sales as AI demand widens

#33

Post by reducesuffering » Thu, Aug 27, 2026, 5:30 PM UTC

jedberg wrote: post #22

Remember, Nvidia sells services too, not just GPUs. They also sell full racks of servers. This is just sales, not profits.

Their profits are incredible too, they have 62% net margin! Last quarter $60b profit on $96b revenue. Since the "AI bubble going to pop" terrible takes 2 years ago, NVDA has made $300b in profits.

Re: Nvidia projects $673B in sales as AI demand widens

#34

Post by echelon » Thu, Aug 27, 2026, 5:30 PM UTC

runarberg wrote: post #29

azan_ wrote: post #24

Earlier quoted context omitted.

It’s a shitty advice (the one about not playing, not the one about not buying shorts). The winning move is to have diversified longs with long horizon. That’s all it takes to participate in profits from “rigged” system.

I disagree. The winning move is to organize, and stand as workers in solidarity against the owning classes, engage in direct action (including boycotts and strikes) until the ruling class changes the rules in our favor, or better yet, abolishes this godforsaken economic system of capitalism in favor of a system that rewards workers and not our exploiters.

The winning move is to continually deliver value and realize when the market wants something else than what you have to offer.

Instead of blaming others, improve yourself and your station.

Life is too short to spend it putting up road blocks. Create a new, shorter circuit path instead.

Re: Nvidia projects $673B in sales as AI demand widens

#35

Post by frollogaston » Thu, Aug 27, 2026, 5:33 PM UTC

azan_ wrote: post #24

runarberg wrote: post #16

Earlier quoted context omitted.

Do not short it. I repeat, do not do this! Do not play the game of capitalism against expert capitalists who have spent the last few decades rigging the game more an more in their own favor. In very rare cases may be lucky but only for a short while. The more trades you make the more the odds stack against you, and you will loose everything. In a game where the odds are stacked against you, the only winning move is n…

It’s a shitty advice (the one about not playing, not the one about not buying shorts). The winning move is to have diversified longs with long horizon. That’s all it takes to participate in profits from “rigged” system.

Or in general, short-term strategies don't work unless you've got the insider info

Re: Nvidia projects $673B in sales as AI demand widens

#36

Post by simianwords » Thu, Aug 27, 2026, 5:34 PM UTC

reducesuffering wrote: post #33

jedberg wrote: post #22

Remember, Nvidia sells services too, not just GPUs. They also sell full racks of servers. This is just sales, not profits.

Their profits are incredible too, they have 62% net margin! Last quarter $60b profit on $96b revenue. Since the "AI bubble going to pop" terrible takes 2 years ago, NVDA has made $300b in profits.

There's a specific type of person who makes a repeated joke like "sell shovels in a gold rush" - they think they have made the most insightful comment possible.

Re: Nvidia projects $673B in sales as AI demand widens

#37

Post by throwaway85825 » Thu, Aug 27, 2026, 5:34 PM UTC

reducesuffering wrote: post #33

jedberg wrote: post #22

Remember, Nvidia sells services too, not just GPUs. They also sell full racks of servers. This is just sales, not profits.

Their profits are incredible too, they have 62% net margin! Last quarter $60b profit on $96b revenue. Since the "AI bubble going to pop" terrible takes 2 years ago, NVDA has made $300b in profits.

A better question is what percent of that profit could be clawed back from loan guarantees. Unlike debt they dont give a consolidated number.

Re: Nvidia projects $673B in sales as AI demand widens

#38

Post by k__ » Thu, Aug 27, 2026, 5:35 PM UTC

echelon wrote: post #34

runarberg wrote: post #29

Earlier quoted context omitted.

I disagree. The winning move is to organize, and stand as workers in solidarity against the owning classes, engage in direct action (including boycotts and strikes) until the ruling class changes the rules in our favor, or better yet, abolishes this godforsaken economic system of capitalism in favor of a system that rewards workers and not our exploiters.

The winning move is to continually deliver value and realize when the market wants something else than what you have to offer. Instead of blaming others, improve yourself and your station. Life is too short to spend it putting up road blocks. Create a new, shorter circuit path instead.

The "marked" consolidated.

Re: Nvidia projects $673B in sales as AI demand widens

#39

Post by sdcfgy » Thu, Aug 27, 2026, 5:36 PM UTC

runarberg wrote: post #16

bpodgursky wrote: post #5

Earlier quoted context omitted.

Short it. NVDA is the most liquid market in history.

Do not short it. I repeat, do not do this! Do not play the game of capitalism against expert capitalists who have spent the last few decades rigging the game more an more in their own favor. In very rare cases may be lucky but only for a short while. The more trades you make the more the odds stack against you, and you will loose everything. In a game where the odds are stacked against you, the only winning move is n…

Not sure I have a choice here. My pension is already being gambled on it.

Re: Nvidia projects $673B in sales as AI demand widens

#40

Post by azan_ » Thu, Aug 27, 2026, 5:37 PM UTC

runarberg wrote: post #29

azan_ wrote: post #24

Earlier quoted context omitted.

It’s a shitty advice (the one about not playing, not the one about not buying shorts). The winning move is to have diversified longs with long horizon. That’s all it takes to participate in profits from “rigged” system.

I disagree. The winning move is to organize, and stand as workers in solidarity against the owning classes, engage in direct action (including boycotts and strikes) until the ruling class changes the rules in our favor, or better yet, abolishes this godforsaken economic system of capitalism in favor of a system that rewards workers and not our exploiters.

History clearly teaches us that it’s a losing move.